Other · DOL Form 5500 · 2022

Moravian University Retirement Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
398
Participants Below avg headcount
93rd
Percentile by assets National rank
$279,654
Avg per participant High balance/head
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Official DOL plan name: Moravian University Retirement Plan · Sponsored by Moravian University · Pennsylvania · Educational Services

$111M in assets, 398 participants

Moravian University's Moravian University Retirement Plan reported $111M in total assets and 398 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #3,541 in Educational Services (4,024 peers)

Coverage in Pennsylvania

Moravian University Retirement Plan covers 398 participants in Pennsylvania, about 48% of the average Pennsylvania filer (state average ~822 per filing). Assets: $111M.

#3,541
in Educational Services (4,024 peers)
-13.7%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Moravian University Retirement Plan's outsized position by total assets

Moravian University Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$111,302,267 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Moravian University Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Moravian University Retirement Plan sits mid-pack in the medium band (398 participants).

Published 5500 schedule card

Filing strip 240795460 · Moravian University PY 2022 · Other

Moravian University Retirement Plan · $111M · 398 · 93rd

  • TYPE $111M
  • NET 398
  • BOOK 93rd
  • VS-ST Other
  • BOY near The Loomis Institute Pension Plan
  • SCH ind #3541

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Pennsylvania →

Moravian University Retirement Plan in the asset neighbourhood

Saint Leo University Retirement PlanSaint Leo University Retirem…$112MSt. Joseph's University 403(b) PlanSt. Joseph's University 403(…$112MMoravian University Retirement PlanMoravian University Retireme…$111MThe Loomis Institute Pension PlanThe Loomis Institute Pension…$111MIBEW Local 466 Pension Plan$111M
End-of-year total assets ($M) among Moravian University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$111M
Net Income-$18M
Employer EIN240795460
Plan Effective Date1943-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moravian University)

Sponsor-wide plan assets over time

All Moravian University plans reported in each filing year

Latest sponsor-wide plan assets
$134M 20.42683281554364% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $111M $134M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 398 $111M
2023 1 497 $122M
2024 1 524 $134M

Nearby Other Plans in Pennsylvania

Peer Other plans, same state, same plan type, ranked by total assets.

Moravian University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Moravian University Retirement Plan, Total assets ($B): 0.111302267 · Participants: 398Moravian University Retirement PlanThe University of Pennsylvania Matching Plan, Total assets ($B): 5.530640141 · Participants: 13262The University of Pennsylvania Matching PlanUpmc 403(b) Retirement Savings Plan, Total assets ($B): 3.456020418 · Participants: 75307Upmc 403(b) Retirement Savings PlanThe University of Pennsylvania Health System 403(b) Retirement Savings Plan, Total assets ($B): 2.490968748 · Participants: 39740The University of Pennsylvania Health System 403(b) Retirement Savings PlanCarnegie Mellon University Faculty and Staff Retirement Plan, Total assets ($B): 2.240167169 · Participants: 6166Carnegie Mellon University Faculty and Staff Retirement PlanJefferson Defined Contribution Retirement Plan, Total assets ($B): 2.11120447 · Participants: 14302Jefferson Defined Contribution Retirement Plan
Moravian University Retirement Plan vs. nearby Other plans in Pennsylvania, assets vs. participants
Compare Moravian University Retirement Plan side-by-side with 3 peers →

Moravian University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Pennsylvania, the nearest Other by assets is The Loomis Institute Pension Plan in CT ($111M); by covered participants it is Hudson Hospital, Inc. 403(b) Plan in MN (398 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($111M here).

Similar participant headcount

Nearest other-state filings by covered participants (398 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Moravian University Retirement Plan assets move in 2022? ▼
Moravian University Retirement Plan pulled back noticeably - down 13.7% during 2022, from $129M to $111M. Reported net income was -$18M.
How have Moravian University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Moravian University's sponsor-wide assets grew 20.4%, from $111M to $134M.
Where does Moravian University Retirement Plan rank by assets among Form 5500 filers? ▼
Moravian University Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Moravian University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Loomis Institute Pension Plan in CT ($111M, 321 participants).
Which Other plans cover a similar participant headcount to Moravian University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Hudson Hospital, Inc. 403(b) Plan in MN (398 participants, $25M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 240795460.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.